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Contents

Introduction

This document will serve as the master file for all the steps required for the deployment of the Synergy Software.

Option 1: Workshop

The first option is through labs, this document is shared via email to each client individually.

Option 2: POC or Production Deployment

Step1: Salesforce, Bitrix or other CRM tools

This document is shared via email with each client individually.

Step2: Licence Management

The below document provides the details of the license management system: – test for olga

License Management Process

Step3: Register and Install K3 Server for Client and Reseller

This document provides the detailed steps on how to:

  1. How to Install K3s for a customer

  2. Deploy getvisibility products

All the above information is present in this document:
Installation - Synergy


In case you need to register a cluster directly in Rancher without the licensing portal (for example, to deploy a lab), you need to refer to this document: Register a Customer in Rancher without a Licensing Portal – Reseller

Step4: Keyclock and Active Directory

Once the product is fully deployed and all pods are up and running, we need to configure authentication.

The below document outlines the steps necessary to configure authentication, create users and even connect to LDAP to allow end-users to log in to the product UI with their AD credentials:

Reseller Keycloak Quick Installation Guide

Step5: Deployment of Agent

After configuring authentication and access to the product, you need to deploy the agent software.

Our agent is packaged in an installation file and can be deployed manually or via management tools like SCCM.

Refer to the below link to find installation details.

Synergy Agent for Windows: Deployment Guide

Step6: Server configuration

This is the last step of the product deployment.
In our Administration Guide, you will find all the necessary information on how to configure and operate our product.

Synergy Administration Guide

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